See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $51,641 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,570 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,914 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,802 | $88,982-28.3% | $102,438-37.7% | $77,671-17.9% |
| Participation rate | 82.5% | 80.9%+1.6pp | 76.5%+6.0pp | 70.6%+11.9pp |
| Annual return | 13.21% | 25.01%-11.8pp | 29.37%-16.2pp | 31.21%-18.0pp |
| Employer contribution / active EE | $2,147 | $2,698-20.4% | $3,024-29.0% | $2,726-21.3% |
| Participant deferral / active EE | $7,669 | $5,144+49.1% | $5,054+51.8% | $4,648+65.0% |
| Admin fee / account holder | $224 | $236-4.8% | $9,448-97.6% | $430-47.9% |